When you make an investment
Software for IFA's by IFA's developed by Hurst Financial Consultancy Ltd
username
password

home client summary assets pensions mortgages insurance employment financial goals dependents client advisers liabilities valuations more details log out

 

EXAMPLE CLIENT - Insurance

Product Type Critical Illness
Provider BUPA
Policy Number 0123456
Policy Holder Terms S(MR)
Start Date 22/04/2000
Maturity Date 22/04/2020
Sum Assured 125000
Premium 40
Frequency Monthly
Risk Level 0
Benefits
Under Trust No, policy is under trust.
Beneficiary
Waiver Of Premium Yes, there is a waiver of premium.
Deferred Period
Term 20
Index Linked No, policy is not indexed linked.
Paid Up Plan No, policy is not paid up.

Back To Summary | Amend Details

YOU ARE HERE:

INSURANCE DETAILS


We are proud to be the primary sponsors of the High Post Golf Club
˜ STRAIGHTFORWARD ADVICE... IN BLACK AND WHITE ˜